AMD - Investment Notes

[Louis Chew]

This is fantastic - I've wanted more insight into the world of chips ever since your Nvidia post, and you really delivered here.

[Punch Card Investor]

Thanks Louis, really appreciate it. I’d also recommend checking out some of the content in the links above, lots of good stuff there for diving deeper

[Giuliano]

Wow, your articles are just another thing. Spectacular write up

[Punch Card Investor]

way too kind Giuliano, thank you 🙏

[Nick E.]

Excellent write up. I am a huge Lisa Su fan!

[Jose]

Amazing work!

[Punch Card Investor]

Thanks Jose! Been spending quite a bit of time watching your new Semiconductors pod on YT - really good stuff

[Jose]

I'm not that Jose. hehe Who you were taking about? I'm curious

[Punch Card Investor]

Haha oops, apologies, wrong Jose - https://twitter.com/_josenajarro?s=21&t=owGSCl6wVRMjGwSnBbZcsw

[Tech Fund]

Great note - will retweet

[Kalani Scarrott]

GOAT